Analysis of the Mainline Context and Investment Opportunities in the Web3 Industry

Looking back at the predictions made about the industry a year ago, some have been validated. Currently, the main development directions and secondary trends in the Web3 industry are roughly as follows:

1. Stablecoins and Real World Asset Tokenization(RWA)

The most noteworthy projects in this field currently are:

• A certain stablecoin issuance company: As one of the major players in the stablecoin market, its tokens are currently valued at a relatively high level. However, considering the potential 5-8 times growth in the stablecoin market over the next five years, along with the recent price correction, it might be a good entry opportunity.

• A certain stablecoin public chain project: As an emerging stablecoin public chain, it leads its peers in terms of financing scale, ecosystem development, and community activity. It is expected that the locked amount after the mainnet launch (TVL) will reach 3-4 billion USD. The trillion-dollar stablecoin market in the coming years will bring huge imagination space for stablecoin public chains.

• A certain decentralized stablecoin project: As a representative of the decentralized camp, its issued stablecoin has surpassed 13.5B, and various fundamental indicators demonstrate strong performance. Notably, this project has also laid out businesses in centralized stablecoins and RWA public chains.

• A certain RWA project: As the only project currently enabling 24/7 trading of U.S. stocks without KYC thresholds and backed by major institutions, it is relatively safe and reliable. If you are optimistic about the trend of borderless U.S. stocks on the blockchain, this project is one of the few investable targets.

2. AI Agent

Last year's hot AI Agent projects mostly proved to be short-lived. However, this year, there are indeed some AI Agent projects that have practical application value and potential product-market fit ( PMF ). Several representative projects in the Web3 field have shown promising development prospects.

I am particularly concerned about the halving event of a certain AI network project early next year. If there is a price correction around that time, it might be a good entry opportunity. As an industry leader, this project currently has multiple sub-networks generating revenue, and overall, it is the most promising project to achieve breakthroughs in the Web3 AI field.

3. Meme Tokens

The meme token craze has continued from last year to now, even giving rise to a situation where various launchpads compete for the market with a leading project. However, this leading project still maintains its leading position and has begun to venture into the live broadcast field, moving towards a Web3 version of a short video platform. In the meme track, while short-term opportunities are emerging one after another, in the long run, this project remains the only Beta.

4. Prediction Market

As a potential emerging mainline, prediction markets are showing good development momentum. The data from mainstream prediction platforms continues to grow, with a large number of new projects emerging in the primary market. A certain decentralized derivatives trading platform has also proposed a plan for event prediction markets. Some experts believe that the development of prediction markets has the potential to disrupt the traditional insurance industry, as it provides users with opportunities to directly engage with and hedge transparent probabilities and risks.

However, this sector lacks investable targets in the secondary market and can only wait for the possible token issuance of leading projects.

Conclusion

From another perspective, the main focus of this round may be on projects that "truly have income and profits and buy back tokens." From this dimension, there are not many tokens worth investing in on the market.

In the stablecoin/RWA space, in addition to the several projects mentioned above, there is another project worth paying attention to. Although it is currently uncertain whether it will issue tokens, considering its backing by a payment giant serving millions of merchants and direct involvement from well-known venture capitalists, its future development is promising.

With the "招商" battle of stablecoins from a leading exchange, the market has realized the importance of channels in addition to issuance for stablecoins. In the future, the layout of stablecoin public chains may present a situation where both To C and To B coexist as kings.